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- Tasks: Join a dynamic team providing bespoke life insurance solutions for high-net-worth clients.
- Company: Be part of an award-winning financial services company in the heart of London.
- Benefits: Enjoy a competitive salary, bonus potential, and leads provided to boost your success.
- Why this job: This role offers a chance to excel in a prestigious industry with motivated professionals.
- Qualifications: Must hold a Diploma for Financial Advisers (DipFA) Level 4 or equivalent.
- Other info: Genuine opportunity to earn up to £250k per annum for driven individuals.
The predicted salary is between 36000 - 60000 £ per year.
Are you a Diploma qualified Financial Adviser looking for a rewarding career with an employer who values its staff? Our client is an award-winning financial services company based in the City of London. We have a newly created opportunity for a motivated and professional Diploma qualified Financial Adviser to join a highly successful team that specialises in bespoke Life Insurance solutions for HNW and UHNW individuals. This is a fantastic opportunity to join a market leading team of Life Insurance professionals, establishing yourself as one of the best in the industry.
- Leads provided
- Must hold Diploma for Financial Advisers (DipFA) Level 4 or equivalent
- Proven experience as a Wealth Adviser or Independent Financial Adviser
- Must have some experience of Inheritance Tax Planning (Life Insurance solutions)
- Must be motivated, organised and professional
- Fantastic lead source - predominantly HNW clients
Salary: Up to £50k Basic (Negotiable for right person) plus fantastic bonus potential. Genuine opportunity to earn £250k per annum for driven individuals.
Financial Advisor - IHT Planning / UHNW Life Insurance employer: Pure Resourcing Limited
Contact Detail:
Pure Resourcing Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor - IHT Planning / UHNW Life Insurance
✨Tip Number 1
Network with professionals in the financial services industry, especially those who specialise in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Attend industry events or seminars to connect with potential colleagues and clients, as personal referrals can significantly boost your chances of landing this role.
✨Tip Number 2
Stay updated on the latest trends and regulations in inheritance tax planning and life insurance solutions. Demonstrating your knowledge during interviews can set you apart from other candidates and show that you're genuinely invested in the field.
✨Tip Number 3
Prepare to discuss your previous experience with HNW clients and how you've successfully managed their financial needs. Be ready to share specific examples that highlight your skills in providing bespoke financial advice tailored to individual circumstances.
✨Tip Number 4
Research our company culture and values at StudySmarter. Understanding what we stand for will help you align your responses during interviews and demonstrate that you're a good fit for our team, which is crucial for a role that involves building long-term relationships with clients.
We think you need these skills to ace Financial Advisor - IHT Planning / UHNW Life Insurance
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Diploma in Financial Advising and any relevant experience in Inheritance Tax Planning and Life Insurance. Use specific examples to demonstrate your success with HNW and UHNW clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation and professionalism. Mention why you are interested in this specific role and how your skills align with the company's values and goals.
Highlight Relevant Experience: In your application, emphasise your proven experience as a Wealth Adviser or Independent Financial Adviser. Include details about your past roles, particularly those involving bespoke Life Insurance solutions.
Showcase Your Achievements: Quantify your achievements where possible. For example, mention any targets you have exceeded or successful strategies you implemented that benefited your clients, especially in relation to Inheritance Tax Planning.
How to prepare for a job interview at Pure Resourcing Limited
✨Showcase Your Qualifications
Make sure to highlight your Diploma for Financial Advisers (DipFA) Level 4 or equivalent during the interview. Discuss how your qualifications have prepared you for advising HNW and UHNW clients, and be ready to provide examples of your expertise in inheritance tax planning.
✨Demonstrate Your Experience
Prepare to discuss your previous roles as a Wealth Adviser or Independent Financial Adviser. Share specific examples of how you've successfully managed client portfolios and provided bespoke life insurance solutions, particularly for high-value clients.
✨Understand the Company Culture
Research the company’s values and mission before the interview. Be ready to explain why you want to work for this award-winning financial services company and how you align with their commitment to valuing staff and providing exceptional service.
✨Prepare Questions for Them
Have insightful questions ready to ask the interviewers about their approach to client relationships and team dynamics. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
